Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,363 | $100,970+85.6% | $96,576+94.0% | $137,256+36.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 16.20% | 38.16%-22.0pp | 38.47%-22.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $15,560 | $3,809+308.5% | $3,553+337.9% | $4,156+274.4% |
| Participant deferral / active EE | $11,812 | $8,286+42.5% | $7,956+48.5% | $6,407+84.4% |
| Admin fee / account holder | $3,636 | $11,312-67.9% | $11,381-68.0% | $12,270-70.4% |